KWA
UNIT

Kingswood Wealth Advisors’s Uniti Group UNIT Stock Holding History

Kingswood Wealth Advisors’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,646
Closed -$84.7K – 697
2023
Q4 		$84.7K Buy
+14,646
New +$74.3K 0.01% 617

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Kingswood Wealth Advisors's UNIT Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Uniti Group (UNIT) in Q1 2024, closing a stake of 14,646 shares — an estimated $84.7K sold.

Kingswood Wealth Advisors first reported a position in UNIT in Q4 2023 and held it in 1 quarter. The position peaked at $84.7K in Q4 2023. 335 funds tracked by Wall St. Rank hold UNIT as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Uniti Group position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 14,646 Uniti Group shares in Q1 2024, an estimated $84.7K.
  • Kingswood Wealth Advisors first reported a position in Uniti Group in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Uniti Group position peaked at $84.7K in Q4 2023.
  • 335 funds tracked by Wall St. Rank held Uniti Group as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.